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TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
976
Valley National Advisers
Pennsylvania
$551K +$25.5K +218 +5%
LFA
977
Legacy Financial Advisors
Kentucky
$551K +$34.8K +297 +7%
NW
978
NewEdge Wealth
Pennsylvania
$551K +$97.1K +829 +22%
PWP
979
Principle Wealth Partners
Connecticut
$549K -$32.6K -278 -6%
SGAM
980
Smith Group Asset Management
Texas
$549K – – –
VCM
981
Virtue Capital Management
Tennessee
$548K +$80.7K +689 +18%
TWM
982
TriaGen Wealth Management
California
$544K +$530K +4,523 New
RB
983
Renasant Bank
Mississippi
$543K +$196K +1,673 +59%
RCM
984
Requisite Capital Management
Texas
$543K +$527K +4,500 New
CWM
985
Cornerstone Wealth Management
Missouri
$542K +$47.9K +409 +10%
KWM
986
Kolinsky Wealth Management
New Jersey
$539K +$525K +4,481 New
AAM
987
Aureus Asset Management
Massachusetts
$538K – – –
AP
988
Americana Partners
Texas
$538K +$58.6K +500 +13%
SYBT
989
Stock Yards Bank & Trust
Kentucky
$536K +$130K +1,114 +33%
HCM
990
HMS Capital Management
Tennessee
$535K -$15.5K -132 -3%
WA
991
Wealth Architects
California
$535K +$232K +1,978 +80%
CW
992
CreativeOne Wealth
Kansas
$532K -$82.5K -704 -14%
GI
993
Gradient Investments
Minnesota
$532K -$28.3K -242 -5%
SAI
994
Systematic Alpha Investments
New Jersey
$529K – – –
CSIC
995
Clifford Swan Investment Counsel
California
$527K – – –
OWA
996
Octavia Wealth Advisors
Ohio
$525K +$1.64K +14 +0.3%
APP
997
Avantax Planning Partners
Iowa
$525K +$2.34K +20 +0.5%
SWM
998
SeaCrest Wealth Management
New York
$524K +$63.7K +544 +14%
SVWAG
999
Sound View Wealth Advisors Group
Georgia
$519K +$24.6K +210 +5%
LOPW
1000
Live Oak Private Wealth
North Carolina
$518K +$38K +324 +8%
38 39
40
41 42